Plan Ledger DOL Form 5500 · updated monthly

Protec Association Services401(k)

PROTEC BUILDING SERVICES 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Protec Association Services reported $7,945 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (6,892nd of 9,483), and 3,911th of 5,337 in construction.

Plan summary
Net assets, end of year$5,348,365
Participants with balances503
Active participants372
Employer contributions—
Employee contributions$946,623
Employer contribution per active participant—
Average account balance$10,633
Benefits paid to participants$407,990
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 503 accts
2023$4.3M · 475 accts
2022$3.1M · 409 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,250
Investment management$295
Total administrative$7,945
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$7,719

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,945 · 0.16%
2023$4,878 · 0.13%
2022$3,706 · 0.12%
Same employer
Similar plansConstruction · California
A-C Electric Company CA$5.4M · 0.32%
T. McGee Electric, Inc CA$5.3M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330983417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.